Allan Minaker, CLU, CFP, CH. F.C.
Allan has joined BlueRock Wealth Management Inc. after years of being President of his own successful Wealth and Corporate Benefits firm. He is a great asset to our Advisor team with over 34 years of experience. Allan’s extensive knowledge and background in financial services coupled with his client focused approach has been the catalyst for his success in wealth management services and corporate benefits. Allan prides himself on his abilities to narrow in and focus on exactly what a clients requires to achieve their short and long term goals and his unwavering loyalty to all those he works with is second to none.
Allan believes in staying active and up to date on trends within the industry. He continues to be an active member in our professional organization and attends the Conference for Advanced Life Underwriting annually and is a Chartered Member of CALU.
When Allan isn’t busy ensuring that all of our client’s needs and goals are met, he enjoys working on his golf game, playing tennis, bowling and spending time with his family.